GFA
FOCT icon

Gallagher Fiduciary Advisors’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History

Gallagher Fiduciary Advisors’s Portfolio FOCT Stock Details FOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.29M Sell
27,089
-1,470
-5% -$71.9K 0.05% 59
2025
Q4 		$1.4M Buy
28,559
+19,867
+229% +$961K 0.05% 74
2025
Q3 		$413K Sell
8,692
-12,951
-60% -$596K 0.02% 200
2025
Q2 		$969K Buy
21,643
+12,951
+149% +$547K 0.04% 79
2025
Q1 		$361K Sell
8,692
-2,660
-23% -$114K 0.01% 201
2024
Q4 		$484K Buy
11,352
+2,660
+31% +$114K 0.09% 145
2024
Q3 		$367K Hold
8,692
– – 0.07% 162
2024
Q2 		$361K Sell
8,692
-25
-0.3% -$1.02K 0.08% 132
2024
Q1 		$354K Hold
8,717
– – 0.01% 134
2023
Q4 		$339K Hold
8,717
– – 0.01% 128
2023
Q3 		$318K Hold
8,717
– – 0.03% 120
2023
Q2 		$329K Hold
8,717
– – 0.03% 145
2023
Q1 		$306K Buy
+8,717
New +$298K 0.03% 148

Other funds holding FOCT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return